{"id":156,"date":"2024-02-27T07:36:46","date_gmt":"2024-02-27T07:36:46","guid":{"rendered":"http:\/\/jamawealth.com\/portfolio-management-services\/?page_id=156"},"modified":"2025-06-09T09:00:35","modified_gmt":"2025-06-09T09:00:35","slug":"pms-offerings","status":"publish","type":"page","link":"https:\/\/maxiomassetmanagement.com\/blog\/","title":{"rendered":"Portfolio Management Service Offerings"},"content":{"rendered":"\t\t
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Wealth Creation With Expert Management<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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We offer portfolio management services leveraging data science and deep equity research to optimise returns, mitigate risks, and ensure your investments align with your financial goals. Our portfolios span large-cap, mid-cap, and small-cap stocks with complementary investment strategies.<\/p>


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\n\t\t\t\"large-midcap-focused-Jewel-pms\"\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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How Maxiom Wealth PMS Benefits You<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Diverse Opportunities<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Access to top-tier stocks across market caps ensuring a diversified investment portfolio<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Data-Driven Selection<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Utilizes cutting-edge data science for selecting stocks, simulating investment strategies for superior outcomes<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Risk Management<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Advanced risk mitigation strategies to protect your investment from significant market downturns<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Transparent Tracking<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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An online portal for real-time portfolio tracking, enhancing your investment experience<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Fiduciary Trust<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Registered with SEBI as a portfolio manager, prioritizing your financial well-being<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Comprehensive Service<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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From advisory to execution, benefit from seamless, customer-centric service<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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PMS Services Offered<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\tJEWEL: Large-midcap Stocks<\/span>\n\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t

JEWEL portfolio comprises of 15 to 20 high-quality large-cap and mid-cap stocks. This is for investors looking to capitalise on the growth and stability of India's leading companies.<\/span>

<\/span>Growth Through Quality: <\/span>Invest in top-tier companies with proven track records and strong market positions.<\/span>

<\/span>Stability & Performance:<\/span>A curated portfolio aimed at delivering consistent returns and capital appreciation.<\/span>

Universe<\/span>: Top 350 Companies<\/span>
Market Cap<\/span>: Above <\/span>\u20b9 <\/span>10,000 crores<\/span>
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\n\t\t\t\t\tSPARK: Smallcap Stocks<\/span>\n\t\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t

SPARK consists of 15 to 20 meticulously selected small-cap stocks, representing the next generation of market leaders. This is for investors aiming to maximise capital growth with a longer time horizon.<\/span>